Financial Symmetry Inc Dimensional ETF Tr Short Durat Transaction History
Financial Symmetry Inc
- $194 Billion
- Q2 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Financial Symmetry Inc holds 13,922 shares of DFSD stock, worth $671,875. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,922
Previous 13,511
3.04%
Holding current value
$671,875
Previous $642 Million
4.1%
% of portfolio
0.35%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
371Shares Held
75.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio